Knowledge Base

Product Recommendations Wizard

This wizard guides you through uploading your products catalog, setting up product interactions monitoring to assign visitor interest, and designing the look, feel, and placement of your recommendation widgets.

These product recommendations are able to be embedded anywhere on your site, and multiple recommendation widgets can be placed on a single page, each with its own algorithm.

The algorithms included in our solution cover every recommendation need you may have, including cross sales, up-sales, products recently viewed, cheapest product in a category, most popular based on recent interest, etc.

Steps

Product Catalog

Here is where you upload your product catalog (if not already uploaded). Your account only has one catalog, so if you’ve already done this, you don’t need to worry about it.

Personyze uses raw data to synchronize with your product catalog/feed, so it doesn’t matter what product management platform you use. All you need is a spreadsheet with your product data, or a live feed such as an RSS feed or a spreadsheet URL.

If your product data changes frequently, you’ll want to use a feed. If it doesn’t, then a single spreadsheet upload will work.

The more data your feed contains, the more rich and dynamic your product recommendations will be. The most essential things to include are:

You’ll also need to tell Personyze which column corresponds to which value, in your Personyze product feed.

Product Interaction Event Tracking

How does Personyze know what a visitor is interested in? The answer is by tracking product interaction events. This allows Personyze to know both what individual visitors are interested in, as well as the general trends among all visitors, or visitors of various demographics, etc.

What is a product interaction event? The most common examples include product views, favoriting or saving, adding to cart, and checking out or purchasing the product.

In order for Personyze to track these events, you have to tell it how to know when a visitor is viewing a product, when a visitor is adding to cart, etc.

Note: You only have to do this once, and then the same logic is applied to all of your product pages. You can also request that the Personyze team do it for you, as part of onboarding with any package.

This is where you create the actual display widget design which you will use to show the recommendations on your site. The wizard includes templates, which you can then customize to whatever extent is necessary to match your site and branding, using the template editor. All recommendation templates are responsive, by default.

This is another aspect of your account setup that can be outsourced to the Personyze team. Once you create the recommendation design(s) that look good on your site, they can be used to show any algorithm on any page, with the same design.

Target

If you want your recommendations to only be displayed to a certain targeted audience, you can insert targeting rules here. For instance, you may only want to show “Buy It Again” recommendations to users who have made a purchase, and for this to be invisible to all others.

This portion of the wizard is the same as any other targeting wizard, and you access to the full array of targeting parameters which Personyze is capable of, to limit the audience of this recommendation campaign.

QA

Campaign Performance Dashboard

Get a comprehensive campaign performance view, with metrics such as impressions, click through rate, bounce rate, conversion rate, recommendation revenue, time it took to buy from the first click, etc. Filter down to see detailed statistics by recommendation algorithms, list of products or content, and various user data parameters like demographic and location.